Mr. Crawford is a Co-founder and President of Coltala Holdings. He has over 15 years of experience in investing, asset management and building operating teams. As a Managing Director of Avesta Holdings, Mr. Crawford led business development activities; identified capital and acquisitions, special situation opportunities and managed key investor relationships. Mr. Crawford helped build Avesta's business to include over 320 employees and $1billion in assets and $100 million in revenue. Mr. Crawfor...
Dec 06, 2019•27 min•Season 1Ep. 49
Dave Carvajal is a builder of billion dollar businesses. As CEO of Dave Partners, Dave is a sought out advisor and consultant to Board of Directors, venture firms, CEO entrepreneurs and leadership teams of some of the most exciting growth companies in the technology space that are making the world better. Dave built HotJobs to 650 employees, $125M in revenues, IPO and $1.2B market capitalization as co-founder. The HotJobs team experienced a second exit with the acquisition by Yahoo! in February ...
Nov 15, 2019•44 min•Season 1Ep. 48
Mr. Johnson joined RLJ Equity Partners from American Capital, a publicly traded alternative asset management company with more than $20 billion of assets under management. Prior to joining American Capital, Mr. Johnson was a Vice President in the Financial Sponsors and Private Equity Group at Bank of America. He also served as a White House Fellow and Special Assistant to the Secretary of Defense. Mr. Johnson began his career with Donaldson, Lufkin & Jenrette, and prior to that, he was with McKi...
Nov 01, 2019•28 min•Season 1Ep. 47
Episode 46 features Gretchen Perkins with Huron Capital. Gretchen is responsible for managing Huron’s business development and investment sourcing activities and is also involved in investor relations. These activities include outreach to deal professionals such as business brokers, investment banks, attorneys, accountants and consultants, and outreach to potential limited partners. Gretchen has over 30 years’ experience in the finance and business development sectors serving a variety of capita...
Oct 17, 2019•45 min•Season 1Ep. 46
Franny Jones, Managing Director, joined Sterling in 2010 to lead the firm’s fundraising and investor relations efforts. Franny brings experience from the Private Wealth Management Groups of Morgan Stanley and Lehman Brothers in New York, where she was responsible for fundraising, asset allocation, manager selection and investor relations for family offices and foundations. Franny received a B.A. in Art History from Princeton University.
Oct 04, 2019•26 min•Season 1Ep. 45
Colt has 29 years of investment banking and corporate finance experience. Throughout his career, Colt has completed approximately 200 merger and acquisition transactions helping entrepreneurs obtain liquidity via the sale of their business to either a strategic buyer or to a private equity firm. In addition, he has completed numerous merger and acquisition advisory assignments helping business owners expand their business by acquiring other companies and, in many cases, has also raised the capit...
Sep 20, 2019•48 min•Season 1Ep. 44
I am excited to share Episode 43 of the Private Equity podcast with you detailing some of my favorite motivational quotes and life motto's from past podcast guests. Looking back on the year, I've celebrated momentous occasions with my family including my 30th wedding anniversary, my oldest son's wedding, my second son's engagement and much more. These are the moments that make all of the hard work, goal setting, sacrifices, and focus worth it! I hope you enjoy this special episode featuring: Dav...
Sep 06, 2019•28 min•Season 1Ep. 43
Episode 42 of the Private Equity Fast Pitch Podcast features Robert Frost, the Chief Executive Officer of Lazard Middle Market who has nearly two decades of investment banking experience. Mr. Frost also serves as Co-Head of the Industrials group and has represented companies in a wide range of industrial sectors, including chemicals, automotive, building products, capital equipment, and engineered components. Representative transactions include advisingPrior to joining Lazard Middle Market in 20...
Aug 23, 2019•26 min•Season 1Ep. 42
David Namkung is a Co-Founder and Partner of Operations at Kinzie Capital Partners, where he leads technology implementations and is responsible for assisting in the execution of value creation initiatives for Kinzie's portfolio companies. In addition, he oversees Kinzie's internal technology initiatives and supports various operational matters. Episode 41 features David Namkung, a Founder and Managing Partner of Clarity Partners, a high growth management and technology consulting firm, where he...
Jun 27, 2019•38 min•Season 1Ep. 41
Episode 40 of the Private Equity Fast Pitch Podcast features Kirk Fleischer who joined Investcorp in 2016 to focus on deal sourcing and business development. Prior to joining Investcorp, Kirk worked for seven years as an EVP of Strategy and Corporate Development at BeavEx Inc. Prior to that, he spent 12 years in investment banking at Jefferies, Lehman Brothers and Oppenheimer, and also spent 5 years in corporate development at Dun & Bradstreet. Kirk holds a BA in History from Middlebury College...
Jun 14, 2019•20 min•Season 1Ep. 40
Episode 39 features David Walker with EBSCO Industries. David is a graduate of Auburn University where he earned a B.S. in Accounting. He started his career as a CPA with Ernst and Young and later worked for PJ America as VP and Corporate Controller until joining EBSCO Industries in 2000. David has served EBSCO in a variety of capacities over the past 19 years and currently serves as its President and CEO. EBSCO is a global company with businesses in a range of industries including Information S...
May 31, 2019•22 min•Season 1Ep. 39
For this episode, we’ve created a montage of our past podcast guests providing their advice to recent graduates interested in investing banking or private equity. 000002EE 000002EB 00023385 00023385 001DB7C1 001DB7C1 00007F7C 00007F7A 00246215 00246215
May 17, 2019•45 min•Season 1Ep. 38
In 2012, Anttila founded Grain & Barrel Spirits , a West Palm Beach-based beverage alcohol company. At home in the Southeast with production and sales partners around the world, Grain & Barrel Spirits is an innovative, emerging company with wholly owned brands including Dixie Southern Vodka which Anttila created from scratchand which won of a 2019 “Rising Star” Growth Brands Award from the Beverage Dynamics magazine;pre-Prohibition favorite Chicken Cock Whiskey , which Anttila resurrected; and E...
May 03, 2019•38 min•Season 1Ep. 37
Moses Kagan is the co-founder and head of Adaptive Realty, a Los Angeles multifamily development and property management group. Since 2008, he has overseen the repositioning of more than 75 properties in Los Angeles and grown Adaptive from zero to $100MM in AUM. He began his career in mergers and acquisitions at LongAcre Partners in London (since acquired by Jefferies). Moses received a B.A. magna cum laude from Princeton University and an M.A. from The London School of Economics, and is license...
Apr 19, 2019•28 min•Season 1Ep. 36
Episode 35 features Ralph Manning, the Co-founder and Chief Executive Officer of Coltala Holdings. As a private investor, and more recently a founding partner of Progress Equity Partners, Ltd, he has been active in acquiring majority control of operating companies since 2003 - typically from founder entrepreneurs and owner operators. He has over 20 years of direct investment experience, has served in executive and board roles in numerous companies, and for over 15 years has been an active invest...
Apr 04, 2019•31 min•Season 1Ep. 35
Chrisanne, Managing Director for KPMG CF LLC, leads the Diversified Industrials Team, and co-leads the Private Equity Coverage Team. She is based in the Chicago office. Chrisanne has more than 20 years of experience leading mergers and acquisitions (M&A) transactions for clients in the diversified industrials sector, specializing in high-growth end markets such as Test & Measurement, HVAC, Flow Control and Building Products. She has worked on numerous transactions for Fortune 500, private equity...
Mar 21, 2019•24 min•Season 1Ep. 34
Erik Rudolph is a Managing Director at Farlie Turner and leads its Oil & Gas Services Practice as well as its Industrial Services Practices. In addition, Mr. Rudolph is co-head of Farlie Turner's Consumer Practice. Mr. Rudolph has advised a wide range of companies ranging from pure play oilfield services companies to industrial MRO companies to food & beverage companies on the consumer side. Prior to joining Farlie Turner, Mr. Rudolph was a co-founder and Managing Director of Aquetong Capital Ad...
Mar 07, 2019•37 min•Season 1Ep. 33
Steve is the President and CEO of Alaris Royalty Corp. and has served in that role since he co-founded the company in 2004. Prior to creating Alaris, he spent 12 years in the investment banking industry as a Senior Officer in both Toronto and Calgary, giving capital markets and merger and acquisition advice to corporate clients in both public and private company startups. He is a qualified Chartered Financial Analyst (CFA) and was an Ernst & Young 2013 Prairies Entrepreneur of the Year finalist....
Feb 21, 2019•22 min•Season 1Ep. 32
As a co-founder and partner of Crossplane Capital, Brian is responsible for sourcing and closing transactions with significant cash and profitability improvement opportunities and overseeing the lifecycle of the portfolio. Prior to founding Crossplane Capital, Brian was a managing director with Prophet Equity. During his 10 years there, Brian was responsible for sourcing and managing acquisitions with significant value creation upside. He served on the boards of directors of Acton Mobile, Hatch ...
Feb 08, 2019•21 min•Season 1Ep. 31
Episode 30 features Sven Kins, a managing director with Cook M&A in Chicago where he is responsible for executing acquisition strategies, both platform and add-on opportunities as well as CEO Visions projects. Leveraging his 17 years of experience, Sven leads the firm’s FocusFirst® initiatives and overall growth strategy. He serves as a valuable guide to Cook M&A’s clients on how best to execute their acquisition strategies, while advising business owners of their M&A options via the opportuniti...
Jan 24, 2019•32 min•Season 1Ep. 30
Episode 29 features past Private Equity Fast Pitch speakers discussing their favorite quotes and mottos they utilize in their daily lives and businesses. 0000058E 00000587 0002F88E 0002F88E 00102E24 00102E24 00008105 00008105 00105005 00105005
Jan 11, 2019•20 min•Season 1Ep. 29
Scott is a Senior Vice President with FEG Investment Advisors where he is responsible for sourcing, conducting due diligence, and monitoring private equity investment opportunities. Prior to joining FEG, Scott was a Senior Investment Analyst with Fort Washington Capital Partners, a private equity fund-of-funds manager and wholly-owned subsidiary of The Western & Southern Life Insurance Company. In this capacity, Scott was responsible for conducting due diligence and research on private equity an...
Dec 13, 2018•28 min•Season 1Ep. 28
Victor is a Managing Partner and Co-Founder of Insight Equity. The firm has over $1B of equity capital under management and his current, primary responsibility is overseeing four of Insight's current portfolio firms as their Chairman as well as leading Insight's transaction efforts in aerospace, defense, machining, and technology. Before co-founding Insight Equity, Victor led product development at Military Advantage, a venture-backed Internet company sold to Monster Worldwide in 2004. Prior to ...
Nov 30, 2018•30 min•Season 1Ep. 27
Cleveland has over a decade of leadership experience in the food and beverage and consumer investment banking market, previously as a founding member of Harris Williams & Co.'s Minneapolis office along with its global food and beverage and consumer investment banking practices. Most recently, Cleveland established the food, beverage and agriculture practice for Zachary Scott, with additional leadership responsibilities in the broader consumer market. Cleveland earlier worked in Piper Jaffray & C...
Nov 16, 2018•29 min•Season 1Ep. 16
Tripp Davis is a Partner with 7Mile Advisors with over 15 years of investment banking and advisory experience. Tripp joined 7 Mile Advisors from Hyde Park Capital Partners, where he served as head of the Business Services, Technology and Communications group while advising companies in a variety of industries on M&A and capital raising assignments. Previously, Tripp served as Vice President at DecisionPoint International and began his career with Livingston & Associates. Outside of work, he enjo...
Oct 27, 2018•19 min•Season 1Ep. 25
Episode 24 features Drew Spitzer, a managing director with Harris Williams. Prior to joining Harris Williams, Drew worked in the General Industrial Group at Banc of America Securities and in the Investment Banking Group at Goldman Sachs. Today they will be discussing the Energy, Power & Infrastructure section of Harris Williams and the current trends and volatility within the industry. They will also discuss how Harris Williams is adapting around the cycles and driving new business opportunities...
Oct 12, 2018•32 min•Season 1Ep. 24
Dr. Alice Mann with Blue Wolf Capital is an Operating Partner. The Blue Wolf Capital Funds are a family of private funds which focus on transformational investments in middle market companies. For over 20 years, Dr. Mann has advised senior executives to build high-performing leadership teams, develop winning talent strategies, and design organizations that achieve outstanding performance results. As the human capital leader, Dr. Mann drives Blue Wolf’s human capital due diligence and works direc...
Sep 28, 2018•29 min•Season 1Ep. 23
Mr. Blumenthal was the founding partner of Blue Wolf Capital in 2005. Currently, he serves on the board of directors of four Blue Wolf portfolio companies: Finch Paper Holdings, Twin Rivers Paper Company, Elara Caring, and StateServ Holdings. Elara is the fourth largest home health and hospice company in the U.S., with over 60,000 patients in fifteen states, while StateServ is the leading provider of durable medical equipment to hospice patients in the US. Blue Wolf is a middle market private eq...
Sep 13, 2018•33 min•Season 1Ep. 22
Episode 21 of the Private Equity Fast Pitch features David Felts, a Managing Director of TM Capital Corp., headquartered in Atlanta, Georgia. David’s expertise encompasses a range of transaction types and spans industry verticals including textiles, building products, consumer / retail and industrial services. He is highly regarded as an architect of portfolio company divestitures for many well respected middle market private equity firms and is a frequent panel speaker at middle market M&A indu...
Aug 30, 2018•39 min•Season 1Ep. 21
Episode 20 features Ted Kramer, the President and CEO of Hammond Kennedy Whitney. Ted joined HKW in 2001 and has led the sourcing activities of the firm since 2002. In 2014, Ted’s role shifted as he was appointed President of HKW. In August of 2015, Ted assumed the position of President & CEO of HKW. Ted works on sourcing new investment opportunities for HKW, as well as running the day-to-day operations of the firm. Prior to HKW, Ted was an Investment Manager at White River Venture Partners, a v...
Aug 17, 2018•31 min•Season 1Ep. 20
